“We are excited to introduce iCapital Model Portfolios, an innovative application for wealth managers to incorporate alternative investments into their clients’ portfolios,” said Lawrence Calcano, Chairman and CEO of iCapital.
Vontobel strengthens US distribution team with two new hires
May 2, 2024 by
The newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts in the US market.
Schroders Capital partners with iCapital to widen access to semi-liquid global private equity strategy
April 30, 2024 by
The new collaboration supports Schroders Capital in meeting increased demand for private market investment opportunities from the wealth management channel.
Cuatro Torres Capital invita a evento de Crédito Privado en Miami
April 24, 2024 by
Se celebrará el próximo ocho de mayo en el Four Seasons de Miami y contará con la presencia de cuatro destacados gestores: Andres Lucas de DelGatto DFF; Demian Waldman de Confidas; Alex Horn de BridgeInvest y Stuart Wilson de OCP Asia.
BBVA opens an investment advisory office in Miami to serve high net worth Latin American clients
March 18, 2024 by
BBVA Global Wealth Advisors joins the international wealth management service that BBVA already offers in Switzerland and Spain.
Compass and Vinci Partners announce business combination
March 12, 2024 by
With this strategic move, Vinci will expand its geographic footprint across eight countries, establishing a leading pan-regional platform with over USD 50 billion in assets under management.
Peru, Colombia and Chile raise basic pensions
February 8, 2024 by
The 2023 inflation adjustment measures have been presented in the framework of the debate on the reforms to the private pension system.
BlackRock agrees to acquire Global Infrastructure Partners
January 15, 2024 by
The over USD 150 billion combined business will seek to deliver clients market-leading, holistic infrastructure expertise across equity, debt and solutions at substantial scale.
Franklin Templeton completes acquisition of Putnam Investments
January 3, 2024 by
“With complementary capabilities and a track record of strong investment performance, Putnam expands our ability to offer more choice to more clients,” said Jenny Johnson, President and CEO of Franklin Templeton.
BNP Paribas Opens Miami Office
December 12, 2023 by
The bank appointed Matt O’Connor as Head of its new Miami office and Annabella Espina the Chief Operating Officer (COO).
